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In the Sales Quotation inclusion, the system displays this option to query the Financial Spreadsheet, displaying information about invoices and trade notes, sub-divided into folders.

Procedures

Querying financial worksheet:

1. In Quotation, click Financial Spreadsheet.

The system displays the screen, subdivided into two folders:

- Invoice folder: This folder displays information such as amount, product, tax, discount, etc. applied to the invoice.

- Trade Notes Folder: Displays information about due date and amount of the trade notes generated.

2. Check data and confirm them to return to the initial screen.